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Portfolio (Quarterly) Guide ↗
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Page 3 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/27/2026 Birmingham Capital Management Co Inc/Al Mar 2026 $237M 89 EDGAR ↗
5/27/2026 Capasso Planning Partners LLC Mar 2026 $185M 73 EDGAR ↗
5/27/2026 Cedrus Wealth Group LLC Dec 2025 $108M 48 EDGAR ↗
5/27/2026 Alpha Capital Advisors Inc /Adv Mar 2026 $105M 32 EDGAR ↗
5/27/2026 Wilshire Advisors LLC Dec 2025 $12M 7 EDGAR ↗
5/27/2026 Wilshire Advisors LLC Mar 2026 $10M 6 EDGAR ↗
5/26/2026 Ruggaard & Associates LLC Mar 2026 $252.4B 139 EDGAR ↗
5/26/2026 Glenmede Trust Co Na Mar 2026 $20.4B 2,801 EDGAR ↗
5/26/2026 Summit Financial Wealth Advisors, LLC Mar 2026 $705M 193 EDGAR ↗
5/26/2026 Flatrock Wealth Partners LLC Dec 2025 $222M 166 EDGAR ↗
5/26/2026 Serenity Investment Advisors Mar 2026 $214M 74 EDGAR ↗
5/26/2026 Flatrock Wealth Partners LLC Dec 2025 $208M 167 EDGAR ↗
5/26/2026 Summitas Investment Management LLC Dec 2025 $133M 10 EDGAR ↗
5/26/2026 Axiom Investment Management LLC Mar 2026 $131M 3,956 EDGAR ↗
5/26/2026 Stone Loft Wealth Management Llc Dec 2025 $107M 24 EDGAR ↗
5/22/2026 Coastline Complete Wealth LLC Mar 2026 $144.2B 55 EDGAR ↗
5/22/2026 Evolutionary Tree Capital Management, LLC Mar 2026 $53.2B 26 EDGAR ↗
5/22/2026 Segall Bryant & Hamill, Llc Mar 2026 $7.0B 576 EDGAR ↗
5/22/2026 Groupama Asset Managment Mar 2026 $6.8B 395 EDGAR ↗
5/22/2026 Summitry Llc Mar 2026 $2.8B 287 EDGAR ↗
Page 3 of 507  ·  10,136 filings
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